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Location

Stourbridge, West Midlands | United Kingdom

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Job description

Who We Are

We’re a six-time Best Places to Work award winner in Business Insurance who has earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine. We are also recognized as an Elite Agency award winner and named as a Top Employee Benefits Firm. We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business is personal. Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ international locations. To learn more, please visit: .

About the Position

We’re looking for an Account Manager II to join our team who will be working with Advisors and Account Executives to service client accounts. The position requires day-to-day client servicing for a specific set of clients and entails a great deal of verbal, electronic, and other written communications. The Account Manager II will manage the renewal and marketing process, and prepare materials for presentations and communications, in collaboration with their more senior team members. At this level, an Account Manager will lead open enrollment presentations and may take an active role in client meetings. Work is completed with a significant amount of independent discretion. While in this role, this person should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients.

This is a hybrid position with in-office flexibility 3 days a week.

Essential Duties and Responsibilities

• Works proactively to develop relationships with carrier and client contacts; may take active role in meetings.
• Communicates directly with clients and carriers with collaboration with senior team members.
• Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. First draft of renewal presentation.
• Takes the lead on reviewing contracts, benefit plan summaries, and carrier source documents for accuracy in collaboration with the Account Executive or Advisor.
• May serve as a mentor to more junior team members; assists with training more junior team members.
• Develops and maintains ongoing relationships with clients and takes more of an active role in client meetings and calls.
• May have direct contact with clients and relies on a growing knowledge of the details of various insurance coverages.
• Continues relationships with carrier representatives to better understand available products and services in the marketplace and recommend them to clients.
• Work with advisors or more senior team members to identify the strategies to meet client needs.
• Review request for proposals and insurance plan designs, negotiate with carriers and recommend renewal actions in drafts of presentations to be reviewed by Account Executives.

What We’re Looking For

• Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services
• Ability to work independently and anticipate client and team needs.
• Effective time management, organizational and decision-making skills.
• Ability to express ideas clearly in both written and oral communications.
• Strong Microsoft Excel and PowerPoint skills
• Commanding presentation and public speaking abilities

Education and/or Experience

• More than 3 years’ client service and/or industry and product line experience

What We Offer

NFP is proud to offer a competitive salary, PTO & paid holidays, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

NFP and You... Better Together!

NFP is an inclusive employer who values diversity.

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Job tags

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Salary